Ledgersync Case Study

Participants

Maurice Berdugo Owner & CEO

MBA Johns Hopkins University- Finance
Owner of Ledgersync
Developing Financial Software Applications since 2000
Established Ledgersync in 2014
Servicing 500+ Accounting/Bookkeeping Firms

Matthew Fulton Accountant-

CO- Founder of Parkway Business Solutions

BS Accounting (UCSB)
Co-Founder of Parkway Business Solutions
Accounting Application Ninja
Local and International Clientele
Developing Vendorsync, a complementary application to Ledgersync

STORY

OF

LEDGERSYNC

Was once audited by IRS had to fight my way with bank to get copy of check.

Realized from my CPA and others that this is a common challenge, not tech solution available.

Launched Ledgersync in June of 2016.

Hundreds of Accounting/BK firms

How Ledgersync Helped Parkway Solutions

Reduced our client exposure by remove the need to store bank logins

Cut down Data Entry by 60%

No need to chase clients for the statements each month.

Streamlines the on-boarding process

Dropbox Integration provides us audit ready data including our check images and statements.

Provides us the benefits of cloud accounting in a desktop environment.

Benefits of Ledgersync

Stability

The most stable bank connections in the industry

Employee

Access

Limit client access at the employee level. Even provide your clients office manager controlled access

Deposit Details

Matching Deposit amounts with their parts is simple with Ledgersync’s Deposit Images

Gives Accountants Power

Ledgersync enables the accountant to manipulate the financial data before it goes into the accounting platform. With power like that large projects can be reduced down to hours instead of days

Advanced Search Feature

Searching transactions in Ledgersync is simple and fast

Statements

Close Month-End Sooner

More Than 90 Days

Allows to rebuild data as far back as 2018 when necessary

Dropbox Integration

Provides all your clients data without ever leaving the desktop. Use the Dropbox desktop integration to receive all your transaction, check images, and bank statements for the comfort of your own desktop